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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,048 | $81,262-50.7% | $155,602-74.3% | $80,911-50.5% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 9.04% | 33.34%-24.3pp | 64.81%-55.8pp | 35.63%-26.6pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,324 | $3,451-32.7% | $5,629-58.7% | $4,297-45.9% |
| Admin fee / account holder | $1,543 | $7,992-80.7% | $15,923-90.3% | $6,935-77.8% |